AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.47%
31,403
-8,374
27
$885K 0.43%
12,304
-570
28
$784K 0.38%
2,946
+9
29
$595K 0.29%
17,950
+710
30
$549K 0.27%
34,060
-4,580
31
$473K 0.23%
5,532
-318
32
$426K 0.21%
2,223
+1,824
33
$418K 0.2%
5,849
+34
34
$404K 0.2%
17,049
+7,243
35
$328K 0.16%
2,164
+69
36
$294K 0.14%
6,070
-2,715
37
$286K 0.14%
20,576
+704
38
$279K 0.14%
3,316
-239
39
$273K 0.13%
1,279
-157
40
$268K 0.13%
4,080
+379
41
$265K 0.13%
5,553
-3,113
42
$250K 0.12%
1,782
+399
43
$248K 0.12%
944
+13
44
$247K 0.12%
2,237
+7
45
$226K 0.11%
2,542
+73
46
$217K 0.11%
1,226
-89
47
$210K 0.1%
1,372
+1,096
48
$192K 0.09%
2,174
+236
49
$185K 0.09%
2,570
+37
50
$184K 0.09%
884
+435
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